Client Resources

 

Business Resources

Refund Tracking

Federal Where’s My Refund

To track your federal refund you will need

  • Social Security Number
  • Filing Status
  • Amount of your refund

Utah Where’s My Refund?

To track your state refund you will need

  • Social Security Number
  • Filing Status
  • Amount of your ref

Paying Online

For easy online payments follow the links below to pay for federal or state taxes, if you owe.

Federal Taxes

Utah State Taxes

Other Resources

Internal Revenue Service: Visit the IRS online to get information and forms.

Social Security:  To learn about retirement, estimating, and more regarding social security, visit their website.

Utah State Tax Commission: Visit the Utah State Tax Commission for information about State taxes.

Preferred Accounting Forms

Client Check In Form-2018: Please download and fill out for your 2017 taxes. All current and new clients will be asked to fill out the form personal and business tax returns to verify we have your correct information.

Individual Mandate Questionnaire 2017: Please download and fill out for your 2017 taxes. Due to the new Affordable Healthcare Act all current and new clients will be asked to fill out this form for individual tax returns.

Tax Return Checklists

Download the following checklists to help you track the documents we will need to prepare your tax return.

Personal Tax Document Checklist

Schedule C and E Tax Document Checklist 2017

Business and Income Expense Checklist 2017

Tax Deadline Calendars

Individual Tax Deadlines: Make sure you are prepared for the upcoming deadlines that may affect you.

Business Tax Deadlines: Check out the list of deadlines for business owners, including S Corps, C Corps, etc.